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Your Lead Pipeline

Capture, Convert, and Collaborate on Leads, All Inside ERPNext with Go1 Lead

A smart, open-source lead management portal that connects directly with ERPNext, helping you manage inquiries, track follow-ups, and close deals faster.

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Customer portal

Go1

Customer Portal

Deliver Better Customer Experience

A smart, ERPNext-connected portal where your customers can view orders, invoices, delivery status, and support tickets — anytime, anywhere.

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Download on GitHub

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Open-Source Ownership

Live ERP Integration

Mobile-Optimized Experience

Support Ticketing

Secure, Role-Based Login

go1 customer portal

Go1 Customer is an open-source self-service portal built by Tridots Tech using the Frappe Framework. It integrates seamlessly with ERPNext, allowing your customers to securely access their sales documents — including quotations, orders, invoices, delivery notes, and support tickets — in one centralized platform. 

Features Highlights

Quotation  Access

Customers can view, download, or approve quotations online.

Share real-time quotes via secure, login-based access.

Reduce email clutter with centralized quote management.

Speed up deal closures with instant quote visibility.

Sales Order History

Customers track all past orders with full status updates.

View item details, quantities, pricing, and delivery timelines.

Filter orders by date, project, or status for quick access.

Enable reordering with one click from order history.

Invoice Downloads

Customers can download tax-compliant invoices anytime.

Centralized access to billing history across transactions.

Improve transparency with GST and breakdown clarity.

No more manual invoice sharing—automated and instant.

Delivery Note Visibility

View shipment records linked to each order or invoice.

Access dispatch dates, delivery status, and logistics info.

Confirm order fulfillment with delivery note downloads.

Build trust with full post-order documentation access.

Support Ticketing

Raise product or order-related issues directly from the portal.

Link tickets to specific orders, invoices, or delivery notes.

Track resolution status with ERPNext’s built-in issue flow.

Streamline after-sales support for better customer satisfaction.

Features Highlights

Quotation  Access

Customers can view, download, or approve quotations online.

Share real-time quotes via secure, login-based access.

Reduce email clutter with centralized quote management.

Speed up deal closures with instant quote visibility.

Sales Order History

Customers track all past orders with full status updates.

View item details, quantities, pricing, and delivery timelines.

Filter orders by date, project, or status for quick access.

Enable reordering with one click from order history.

Invoice Downloads

Customers can download tax-compliant invoices anytime.

Centralized access to billing history across transactions.

Improve transparency with GST and breakdown clarity.

No more manual invoice sharing—automated and instant.

Delivery Note Visibility

View shipment records linked to each order or invoice.

Access dispatch dates, delivery status, and logistics info.

Confirm order fulfillment with delivery note downloads.

Build trust with full post-order documentation access.

Support Ticketing

Raise product or order-related issues directly from the portal.

Link tickets to specific orders, invoices, or delivery notes.

Track resolution status with ERPNext’s built-in issue flow.

Streamline after-sales support for better customer satisfaction.

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

How do customers access the portal?

They are added via ERPNext’s Customer Doctype and given login credentials to securely access their records.

Can it be customized for our brand?

Yes. You can modify the UI, add custom fields, and even redesign workflows using Frappe.
What documents can customers view?
Quotations, sales orders, invoices, delivery notes, and support tickets — based on their permissions.

Does it sync in real time with ERPNext?

Yes. All data is fetched live from ERPNext modules, ensuring consistency.
Can they raise support tickets?
Yes. The portal includes a built-in interface to submit and track support issues via ERPNext.
Is there any cost to use Go1 Customer?
No. It’s free and open-source under the MIT license.
Are logins secure and isolated?
Absolutely. Each customer gets scoped access and cannot view other customer data.

Who maintains Go1 Customer?

It is developed and maintained by Tridots Tech, with optional support services.
Is the portal mobile-friendly?
Yes. The UI is fully responsive and works on any device.
Who benefits most from Go1 Customer?
Any business using ERPNext that wants to reduce support load and enhance customer transparency.
Need Help Launching Go1 Customer?
Tridots Tech provides end-to-end support for Go1 Customer — from setup and onboarding to advanced customizations.

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